Beverly Hills Private Wealth’s Morgan Stanley MS Stock Holding History

Beverly Hills Private Wealth’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Sell
2025 Q1	$1.32M	Sell
2024 Q4	$2.18M	Sell
2024 Q3	$2.46M	Buy
2024 Q2	$1.79M	Buy
2024 Q1	$1.35M	Buy
2023 Q4	$785K	Buy
2023 Q3	$381K	Sell
2023 Q2	$421K	Buy